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Fano Summary gives you four ways to get a meeting into the system: automatic (via calendar sync), manual (Record Now), mid-meeting (Send Notetaker Now), and upload (bring your own recording). All of them produce the same result — a full transcript, AI summary, and audio playback. If you’ve connected your calendar, Fano handles everything:
  1. Your meeting starts at the scheduled time.
  2. The Fano note-taker bot joins the call automatically.
  3. All participants see the bot as an attendee.
  4. When the meeting ends, Fano processes the recording and generates your summary.
The bot joins based on your Auto-join Mode setting (found in Settings → Bot Preferences). By default, it’s set to Join all meetings.
Want to skip recording for a specific meeting? You can remove the Fano bot from the call like any other participant.

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Manual recording — Record Now

Start a Meeting

Start a manual recording in two clicks

For unscheduled calls or meetings without a calendar event:
  1. Click Start a Meeting in the top-left of the dashboard.
  2. Select Record Now.
  3. Fano begins recording immediately using your device microphone.
  4. Click Stop when the meeting ends.
This is useful for in-person meetings, phone calls, or spontaneous conversations you want to capture.

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Send the notetaker on demand — Send Notetaker Now

Joined a call that’s already underway and realized nobody is taking notes? Send the notetaker in yourself.
Send Notetaker Now

Open the meeting's ⋯ menu and choose Send Notetaker Now

  1. Open the meeting from the sidebar.
  2. Open the ⋯ menu in the meeting header.
  3. Choose Send Notetaker Now.
The notetaker joins and records from that moment on.
Fano can only capture what it hears. Anything discussed before it joined isn’t in the transcript or summary — so send it in as early as you can.
Upcoming meetings in the sidebar also show a Notetaker on control on the meeting row, so you can change the notetaker for a single meeting without touching your global Auto-join setting.

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Upload an existing recording

If you recorded a meeting outside of Fano — on your phone, a voice recorder, or another app — you can upload the file and still get the full Fano experience: transcript, summary, and playback.
  1. Click Start a Meeting in the top-left of the dashboard.
  2. Select Upload Meeting.
  3. Choose your audio or video file. Fano accepts common formats including MP3, WAV, M4A, MP4, and WebM.
  4. Fano processes the file — this may take a few minutes depending on the length.
  5. Once complete, the meeting appears in your sidebar with a full transcript and summary.
Uploading works well for in-person meetings recorded on a phone, or for processing recordings from platforms that don’t support live bot integration.

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Which method should I use?

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What participants see

Bot joining

The Fano note-taker bot joins as a visible participant

When the Fano bot joins a meeting, it appears as a named participant (e.g., “Fano Note-taker”). All attendees can see it in the participant list. The bot does not speak, share its screen, or interact — it only listens and records.
Make sure your organization’s meeting recording policies allow AI note-taking bots. It’s good practice to let participants know the meeting is being recorded.